Matthew Page is a CFP-designated registered investment advisor at True Wave Wealth Planners, based in Sacramento, CA, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 956 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.45% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1545 River Park Drive,, Suite 401, Sacramento, CA, 95815
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a California licensed insurance salesperson providing life and disability insurance to clients through Matthew Page Insurance Services since 2009. He also serves as a board member for the Sacramento Estate Planning Council and as President of the Financial Planning Association NorCal Chapter, dedicating minimal time to these roles.
Employment History
Current Registrations
True Wave Wealth Planners
Previous Registrations
Securities Service Network, LLCBroker
Capital Planning Advisors LLC
Avisen Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Financial Telesis INCBroker
Stone & Youngberg LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.